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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,701 | $134,001-54.7% | $112,258-45.9% | $134,509-54.9% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -17.23% | 47.15%-64.4pp | 27.47%-44.7pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,068 | $4,039-73.6% | $3,636-70.6% | $4,741-77.5% |
| Participant deferral / active EE | $1,606 | $5,291-69.6% | $4,728-66.0% | $6,400-74.9% |
| Admin fee / account holder | $18 | $7,491-99.8% | $6,411-99.7% | $11,427-99.8% |